Understanding Today’s Financial Environment
Welcome, I’m Al Rosen, a financial consultant in Phoenix, Arizona. We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether you are investing for retirement, college savings or estate planning, our personalized service focuses your needs, wants, and financial goals and objectives.
Our professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life, please call (602) 222-5757.
Helpful Content
What Is the Dividend Yield?
Calculate the dividend yield of a holding and see what that means for income over time.
Wedding Budget Calculator
Estimate total wedding costs and see how different choices affect your overall budget.
Year-End Charitable Gifting and You
This article may help you maximize the benefits of your donation for your chosen charity.
How to Make the Tax Code Work for You
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
Tax Efficiency in Retirement
What role would taxes play in your investment decisions?
How to Talk with Family About Retirement and Financial Plans
Learn how to talk with family about retirement and finances in ways that build clarity, alignment, and understanding.
Retiring Earlier Than Expected? What To Know
Retiring earlier than expected can be disheartening. Learn steps that can help you smoothe the road ahead.
Gun Ownership and Your Homeowners Policy
Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.
How Often Should You Update Your Estate Strategy?
Review your legacy approach regularly, particularly following significant life events or legislative updates.
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Student Loan Payoff Calculator: Extra Payments Can Save You
See how extra payments toward your student loans could shorten your payoff timeline.
Annuity Comparison
Compare annuity options to see how each one could affect your long-term income outlook.
How Compound Interest Works
Explore how compound interest can grow your money over time with this interactive tool.
How Long Will My Savings Last If I Become Disabled?
See how long your current savings might last if a disability interrupted your income.
The Power of Interest - How Long Will it take My Money to Do
Use the Rule of 72 to estimate how long it takes your money to double at a given rate.
Credit Card Payoff
Find out how long it may take to pay off a credit card balance and what it costs in interest.
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An Arm and a Leg
A visit to the hospital can be painful, for both your body and your wallet. Don't let it be more painful than it has to be.
A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.
The Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.
A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.
Suddenly Single: 3 Steps to Take Now
Have you found yourself suddenly single? Here are 3 steps to take right now.
Investments
You’ve made investments your whole life. Work with us to help make the most of them.